Mini-MBA for Business Advisors
A practical strategic planning toolkit you can use with SME clients immediately
- 9-module practical workflow covering strategy, customers, employees, marketing & profit.
- See a full sample “ideal answer” and then complete a fill-in-the-blanks template.
- Run strategic planning days, customer & management audits and ongoing advisory programs.
- Includes ready-made lesson plans, workshop slides and client-friendly templates.
- 92 “Mini-MBA” newsletters for an ongoing drip-feed education & marketing program.
- Use the resources for coaching, training (under licence), marketing & brainstorming sessions.
- 12 months Institute of Advisors membership with practice-building resources & support.
- Remote, self-paced and designed for busy accountants, advisors & consultants.
What is the Mini-MBA for Business Advisors?
A practical strategic planning workflow
This course is designed to take business advisors through a detailed understanding of how to deliver effective strategic planning for business owners. Each of the nine modules is a practical workflow for a key area of the business – whether it be customers, employees, marketing strategy, profit or implementation.
Sample answers + fill-in-the-blanks templates
In every module, you’ll see a sample “ideal” answer and then a matching fill-in-the-blanks form. You learn by seeing a completed example first, then applying the same structure to your own client case study or your own business. You’ll be tested with quizzes along the way to embed the learning.
Use the toolkit in your own practice
The unique part of the course is that you **keep the templates**. All of the strategic planning tools, lesson plans and checklists are provided for you to rebrand and run with any client as part of your own business advisory practice.
What’s included in your Mini-MBA toolkit?
9 practical workflow modules
Covering strategy, customer, employee, marketing & profit drivers – each with real examples and templates.
Client-ready templates & plans
Fill-in-the-blanks strategic plans, workshop agendas and checklists you can use in your own practice.
92 Mini-MBA newsletters
A ready-made drip-feed newsletter series you can use to educate clients and warm up prospects.
Marketing, training & coaching rights
Use the resources for coaching, training (under licence), marketing or brainstorming sessions with clients.
12 months IOA membership
12 months access as a member of the Institute of Advisors, plus additional tools to grow your practice.
A cut-down MBA-style toolkit, built for real-world advisory
- Street-wise, practical tools you can run in workshops and meetings.
- Clients fill in the blanks and walk away with a finished strategy.
- Helps you move beyond compliance into high-value strategic advisory.
- Perfect for accountants, ex-business owners, consultants & business coaches.
- Use the toolkit to run strategic planning days, annual reviews & ongoing programs.
- Position yourself as a strategic advisor – not just a number cruncher.
What advisors are saying about the Mini-MBA toolkit
Jane Smith
Partner – XYZ Advisory
“The Mini-MBA toolkit gave us everything we needed to launch an advisory program in under 30 days. Clients love the practical templates and the simple workflows that keep meetings focused.”
Michael Brown
Business Advisor
“Having 92 newsletters ready to go has made our marketing so much easier. We now have a clear pathway from education to strategy sessions to ongoing advisory fees.”
Sarah Lee
Consultant – SME Growth Partners
“The tools are street-wise and practical – you can literally print them out and work through them live with the client in the room. It has given us a repeatable structure for every engagement.”
Who is the Mini-MBA for Business Advisors designed for?
- Accountants & bookkeepers wanting to add structured advisory services.
- Business advisors, business coaches & consultants.
- Ex business owners and ex business managers who want a proven framework.
- Financial planners & wealth advisors wanting to talk strategy, not just products.
- Advisory firms who want a consistent methodology across their team.
By the end of the program, you’ll have a **complete advisory toolkit**: structured workflows, client templates, newsletters and marketing assets – all designed to help you appear like a big, professional advisory practice overnight.
Frequently Asked Questions
Click on a question to read more about how the Mini-MBA for Business Advisors works.
No. The Mini-MBA for Business Advisors is a resource-rich professional development program and toolkit. It is designed to complement accredited qualifications (such as the Diploma of Business Advisory) by showing you exactly how to implement strategic planning and management audits with SME clients.
You have ongoing access to the core templates, tools and lesson plans that you download. Your first 12 months also include membership of the Institute of Advisors with access to additional resources, support and practice-building materials.
Yes. Within the terms of the licence you can add your logo, adapt the wording and use the tools, templates and newsletters with your own clients as part of your advisory services.
Most advisors work through the nine modules over several weeks, fitting the learning around their existing workload. Because the focus is on practical tools, you can often apply what you learn immediately with live client situations.
You’ll have access to Institute of Advisors membership support, plus periodic online sessions and resources that help you implement the Mini-MBA tools, position your services and grow your advisory practice.
Ready to build a complete strategic advisory toolkit?
Enrol in the Mini-MBA for Business Advisors today and walk away with the tools, templates and resources to offer a full customer & management audit and strategic planning program for SME clients.